CWP
Curated Wealth Partners’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,342
| Closed | -$201K | – | 135 |
|
|
2022
Q3 | $201K | Hold |
1,342
| – | – | 0.06% | 120 |
|
|
2022
Q2 | $210K | Sell |
1,342
-554
| -29% | -$86.7K | 0.06% | 122 |
|
|
2022
Q1 | $329K | Hold |
1,896
| – | – | 0.11% | 100 |
|
|
2021
Q4 | $329K | Buy |
1,896
+13
| +0.7% | +$2.26K | 0.11% | 103 |
|
|
2021
Q3 | $285K | Sell |
1,883
-185
| -9% | -$28K | 0.16% | 113 |
|
|
2021
Q2 | $291K | Buy |
2,068
+241
| +13% | +$33.9K | 0.16% | 115 |
|
|
2021
Q1 | $223K | Sell |
1,827
-204
| -10% | -$24.9K | 0.14% | 127 |
|
|
2020
Q4 | $238K | Buy |
+2,031
| New | +$238K | 0.15% | 124 |
|